For venture funds and investment groups optimizing how they discover evaluate, vet, and secure investment opportunities for startups is vital to their success. To achieve this, they should have the right comprehensive guide to universal digital storage deal management tools in place to support their particular workflow.

These software solutions allow you to quickly find and prioritize investment opportunities and enable your team to take action on prospects based on their own criteria. They also make it simple to keep up-to-date with most current information about opportunities and their progress within the pipeline, so that no opportunity falls by the wayside.

It’s not easy to manage deal flow, so it is recommended to use a system which allows you to share your access with other stakeholders and partners. This ensures that your team is equipped with the resources to evaluate startups successfully, including more eyes and ears on potential customers.

A few of the best tools to manage deal flow also provide additional features that can help improve efficiency. These include document sharing and collaboration in a secure setting (like iDeals or Altvia), monitoring progress, project management and track the progress. Metabeta is another tool that provides a customized pipeline, with features like email automation mentor match updates to startup processes checklists for diligence, and much more.

Affinity is a platform that is driven by relationships that aids capital markets firms understand their relationships and act on the most comprehensive, current information. Its unique, unified platform for CRM provides relationship intelligence with deal sourcing, diligence, and integration. It is the perfect solution to manage processes involving LPs such as raising capital, deploying capital, monitoring portfolios, and increasing LP loyalty.